JWA
VAC icon

JFS Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

JFS Wealth Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.26K Buy
32
+5
+19% +$400 ﹤0.01% 1452
2026
Q1 		$1.76K Buy
27
+26
+2,600% +$1.61K ﹤0.01% 1546
2025
Q4 		$59 Sell
1
-16
-94% -$946 ﹤0.01% 1899
2025
Q3 		$1.13K Buy
17
+11
+183% +$848 ﹤0.01% 1598
2025
Q2 		$434 Sell
6
-5
-45% -$315 ﹤0.01% 1720
2025
Q1 		$707 Sell
11
-10
-48% -$795 ﹤0.01% 1717
2024
Q4 		$1.89K Buy
21
+14
+200% +$1.21K ﹤0.01% 1497
2024
Q3 		$515 Sell
7
-10
-59% -$772 ﹤0.01% 1793
2024
Q2 		$1.49K Hold
17
– – ﹤0.01% 1546
2024
Q1 		$1.83K Buy
17
+5
+42% +$452 ﹤0.01% 1482
2023
Q4 		$1.02K Sell
12
-14
-54% -$1.2K ﹤0.01% 1657
2023
Q3 		$2.62K Buy
26
+3
+13% +$342 ﹤0.01% 1255
2023
Q2 		$2.82K Sell
23
-7
-23% -$906 ﹤0.01% 1253
2023
Q1 		$4.05K Buy
30
+1
+3% +$148 ﹤0.01% 1079
2022
Q4 		$3.9K Buy
29
+2
+7% +$279 ﹤0.01% 1092
2022
Q3 		$3K Buy
27
+16
+145% +$2.17K ﹤0.01% 1252
2022
Q2 		$1K Sell
11
-11
-50% -$1.55K ﹤0.01% 1669
2022
Q1 		$3K Buy
22
+14
+175% +$2.25K ﹤0.01% 1332
2021
Q4 		$1K Buy
+8
New +$1.28K ﹤0.01% 1596

Other funds holding VAC

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return